Events & Registration

Symposium 2018

Our Meeting Sponsors

Announcing our September 8, 2017
Quarterly Meeting:

(registration form is located at the bottom of this page)

Identifying, Maximizing and Diversifying Value in Privately Held Companies

Helping your clients transition their business ownership can be complex and filled with questions.  This session will help you guide your client through 5 important stages of the process: Identify, Protect, Maximize, Harvest and Diversify and help them maintain their legacy, transfer wealth, fulfil part of their estate planning needs and plan for retirement.

Identifying value: How to determine a value range of the business which is the beginning point of the planning process to quantify retirement funding needed from the business and for buy/sell agreements or insurance planning.

  • Protect value: Address high priority items such as a written business continuity plan, life insurance to benefit the owners’ family, updating and funding buy/sell agreements, and other risk v issues identified in a business assessment
  • Maximize Value: Focus on transferability of the business, determine required investments in the business and developing action plans.
  • Harvest value: Ownership transition triggers, partial and full liquidity events, demographic overview.
  • Diversify Value: Owner challenges and options

Your client(s) may be planning to transition now, or in the future, developing an exit strategy involves planning to well advance for a successful transition.

This session has been accepted for 1 hour CE for CFP®, FL. Insurance.  CPA- CPE self-reporting.

About our speaker:

Chuck Owston, CEPA, CM&AA | Managing Director, Florida Capital Advisors

Prior to forming Florida Capital Advisors, Chuck served as President, Bank Division of Florida Capital Bank, N.A. from 2010-2014. He partnered with the founding shareholder group in late 2005 to establish markets and raise private capital for operations. He spent 21 years with Wachovia Bank (now a Wells Fargo Company) where he advised shareholders of middle market companies on optimal capital structures, growth strategies, ownership transition, liquidity options and managing wealth. Chuck has a Bachelor’s of Science in Finance from the University of Central Florida and holds the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute, taught at the University of Chicago’s Booth School of Business. Additionally, he is a Certified Merger & Acquisition Advisor (CM&AA), which is granted by the Alliance of Merger & Acquisition Advisors and taught at DePaul University. The Certified Merger & Acquisition Advisor (CM&AA) designation serves to maintain the highest recognized standards of professional excellence for middle market corporate financial advisory and transaction services, and to provide a benchmark for professional achievement within that overall body of knowledge. He is experienced in raising private capital, corporate restructuring, divesting of non-strategic assets and operating a privately held company.

 

Registration fees:

Member:  $35.00
Non Member:  $45.00
Student:  $25.00

 


Upcoming Events

 

DatePresenterEventLocationTimeLink
9/8/2017 FPA of Central FL Quarterly Luncheon The Country Club of Orlando 11:30  
10/2-4/2017 FPA FPA BE Nashville, TN various 
10/8/2017 FPA of Central FL Hot Line Event  Orlando Sentinel 10:00 - 4:00  
10/20-25/2017 FPA FPA Residency  Englewood, CO  various 
11/3/2017 FPA of Central FL Quarterly Luncheon The Country Club of Orlando 11:30  
1/29-30/2018 FPA of Central Florida  Symposium 2018 Westin Hotel, Lake Mary various 

 


Thank You Quarterly Meeting Sponsors

Premiere Meeting SponsorPremiere Meeting SponsorQuarterly Meeting SponsorQuarterly Meeting Sponsor
   
Loveland Properties
Cleve Loveland
cloveland@cfl.rr.com
407.352.8118
Our knowledge and experience helping people with their real estate needs is demonstrated by our team’s combined 50 years’ experience in the industry and our participation in thousands of transactions.
Pinnacle Realty Group
Amy Moline
ammoline@gmail.com
407.506.7447
Amy Moline and Chris Bessette are the founders of The Pinnacle Realty Group at Keller Williams and have been assisting buyers and sellers purchase and sell residential real estate since 2007. The team has been ranked #1 Sales Team in the Keller Williams Dr. Phillips Market Center since 2010!
The Estate Settlement Company
Ryan Henderson
info@theestatesettlementcompany.com
800-531-2496
Providing clients with clarity and guidance following the loss of a loved one.  Our estate settlement process relieves executors and beneficiaries of the administrative tasks that are often overwhelming.
Carillon Tower Advisors
O. Tobias Henriksson, CFP®, CIMA®
772.309.4579
Carillon Tower Advisers is a global asset-management firm supporting autonomous boutiques spanning investment disciplines and asset classes, each with
a focus on risk-adjusted returns and alpha generation. We believe this broad lineup of institutional-class portfolio managers and the investment products that we distribute on their behalf help investors seek their long-term financial goals. Ultimately, this structure allows investment teams to focus on what they do best: managing portfolios.